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Nonprofiteer
← UNITED CHURCH INSURANCE ASSOCIATION

Form 990 for tax year 2022

Filed by UNITED CHURCH INSURANCE ASSOCIATION.

Totals

Total revenue
$75,130,237
Total expenses
$72,010,676
Contributions and grants received
$0
Grants paid
$0
Program service revenue
$73,108,065
Investment income
$22,172
Other revenue
$2,000,000
Total assets, end of year
$14,999,464
Total liabilities, end of year
$7,915,326
Net assets or fund balances, end of year
$7,084,138
Program services expenses (Part IX)
$70,532,636
Management and general expenses
$1,478,040
Fundraising expenses
$0
Program service expenses (Part III)
$70,532,636

Program services were 97.9% of total expenses calculated — Part IX's program-services column over total expenses, both as filed.

Line items

Every line the filer filed in Parts VIII, IX and X, as filed and in filed order. Blank columns are left out, and the lines are not forced to add up to the totals above.

Revenue

Part VIII, the statement of revenue.

  • 2a · Program service revenue: INSURANCE PROGRAMS

    total $73,108,065 · related or exempt $73,108,065

  • 3 · Investment income

    total $22,172 · related or exempt $22,172

  • 11a · Other revenue: EXPENSE SHARING

    total $2,000,000 · related or exempt $2,000,000

  • 11e · Other revenue, total

    $2,000,000

Functional expenses

Part IX, the statement of functional expenses.

  • 5 · Compensation of officers, directors and key employees

    total $887,314 · program services $517,526 · management and general $369,788

  • 6 · Compensation of disqualified persons

    total $2,145,113 · program services $1,737,542 · management and general $407,571

  • 8 · Pension plan contributions

    total $339,551 · program services $275,036 · management and general $64,515

  • 9 · Other employee benefits

    total $536,290 · program services $434,395 · management and general $101,895

  • 10 · Payroll taxes

    total $179,517 · program services $145,409 · management and general $34,108

  • 11b · Fees: legal

    total $26,933 · program services $24,240 · management and general $2,693

  • 11c · Fees: accounting

    total $50,000 · program services $45,000 · management and general $5,000

  • 12 · Advertising and promotion

    total $194,749 · program services $175,274 · management and general $19,475

  • 13 · Office expenses

    total $243,117 · program services $196,925 · management and general $46,192

  • 14 · Information technology

    total $779,055 · program services $631,035 · management and general $148,020

  • 16 · Occupancy

    total $130,263 · program services $105,513 · management and general $24,750

  • 17 · Travel

    total $130,192 · program services $105,456 · management and general $24,736

  • 20 · Interest

    total $86,774 · program services $70,287 · management and general $16,487

  • 22 · Depreciation, depletion and amortization

    total $139,461 · program services $112,963 · management and general $26,498

  • 23 · Insurance

    total $222,485 · program services $180,213 · management and general $42,272

  • 24a · Other expenses: INSURANCE- PROGRAM

    total $58,810,620 · program services $58,810,620

  • 24b · Other expenses: COMMISSIONS

    total $6,887,854 · program services $6,887,854

  • 24c · Other expenses: OTHER EXPENSES

    total $131,761 · management and general $131,761

  • 24d · Other expenses: BOARD EXPENSES

    total $64,627 · program services $52,348 · management and general $12,279

  • 24e · All other expenses

    total $25,000 · program services $25,000

Balance sheet

Part X, book values.

  • 2 · Savings and temporary cash investments

    beginning of year $14,338,494 · end of year $10,989,526

  • 4 · Accounts receivable

    beginning of year $46,259 · end of year $57,657

  • 7 · Other notes and loans receivable

    beginning of year $1,385,098 · end of year $2,196,335

  • 9 · Prepaid expenses and deferred charges

    beginning of year $466,265 · end of year $656,259

  • 10a · Land, buildings and equipment: cost or other basis

    $2,772,139

  • 10b · Land, buildings and equipment: accumulated depreciation

    $1,678,406

  • 10c · Land, buildings and equipment, net

    beginning of year $613,589 · end of year $1,093,733

  • 12 · Investments: other securities

    beginning of year $6,843 · end of year $5,954

  • 17 · Accounts payable and accrued expenses

    beginning of year $1,323,047 · end of year $1,136,928

  • 19 · Deferred revenue

    beginning of year $8,110,018 · end of year $3,330,662

  • 24 · Unsecured notes and loans payable

    beginning of year $2,554,787 · end of year $2,000,000

  • 25 · Other liabilities

    beginning of year $904,120 · end of year $1,447,736

  • 27 · Net assets without donor restrictions

    beginning of year $3,964,576 · end of year $7,084,138

Mission and programs · 2022

Mission

SUPPORT AND PROTECT CHURCHES AND RELATED CHURCH MINISTRIES WITHIN THE UNITED CHURCH OF CHRIST AND OTHER DENOMINATIONS IN FORMAL COVENANT AND IN FULL COMMUNION WITH THE UNITED CHURCH OF CHRIST, FROM FINANCIAL LOSS BY OFFERING PROPERTY AND CASUALTY RISK AND INSURANCE MANAGEMENT.

Activities or mission (Part I)

SUPPORT AND PROTECT CHURCHES AND RELATED CHURCH MINISTRIES WITHIN THEUNITED CHURCH OF CHRIST AND OTHER DENOMINATIONS IN FORMAL COVENANT ANDIN FULL COMMUNION WITH THE UNITED CHURCH OF CHRIST, FROM FINANCIAL LOSSSEE PART III, LN 1 STATEMENT

  • PROVIDE A COST EFFICIENT, INTEGRATED RISK MANAGEMENT AND INSURANCE PROGRAM FOR THE BENEFIT OF CHURCHES, CONFERENCES, REGIONS, SYNODS, PRESBYTERIES, AND RELATED MINISTRIES WITHIN THE DENOMINATIONS WE SERVE.

    Expenses $70,532,636 · Revenue $73,130,237

As filed on the 2022 return.

Listed in Part VII

  • EDITH GUFFEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ROBERT BRAUTIGAM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • MIKE CASTLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID CRITTENDEN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DUNCAN DRAPER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • THOMAS MITCHELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JAMES MOOS

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ERICK REISINGER

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ALAN RELYEA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • LATAUNYA BYNUM

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM WORLEY

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • JOYCE LIBERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • WILLIAM WHITEHEAD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TERRY NEWLAND

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • ANDREW BUNN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DIANE WEIBLE

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SHANA JOHNSON

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • DAVID ACKERMAN

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CRAIG HOWARD

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • HOWARD SEWELL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • SUSAN KRUMMEL

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • CONRAD ROCHA

    DIRECTOR

    Total calculated
    $0
    Hours/week
    2

  • TIMOTHY HARRIS

    PRESIDENT/ CEO

    Total calculated
    $420,614
    From this org
    $344,340
    From related orgs
    $0
    Other
    $76,274
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $344,340
    Bonus
    $0
    Other
    $0
    Deferred
    $40,500
    Nontaxable benefits
    $35,774
    Filer's total
    $420,614

  • ANDREA GAUDING

    SR. VP/CFO

    Total calculated
    $245,413
    From this org
    $197,830
    From related orgs
    $0
    Other
    $47,583
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $197,830
    Bonus
    $0
    Other
    $0
    Deferred
    $28,427
    Nontaxable benefits
    $19,156
    Filer's total
    $245,413

  • FARNAZ BERNA

    VP SALES & MARKETING

    Total calculated
    $202,021
    From this org
    $161,092
    From related orgs
    $0
    Other
    $40,929
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $161,092
    Bonus
    $0
    Other
    $0
    Deferred
    $23,129
    Nontaxable benefits
    $17,800
    Filer's total
    $202,021

  • JAMES HOWARD

    V/P OPERATIONS

    Total calculated
    $243,774
    From this org
    $184,053
    From related orgs
    $0
    Other
    $59,721
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $184,053
    Bonus
    $0
    Other
    $0
    Deferred
    $26,169
    Nontaxable benefits
    $33,552
    Filer's total
    $243,774

  • JENNIFER PERRI

    ASST V/P UCIS

    Total calculated
    $170,176
    From this org
    $119,552
    From related orgs
    $0
    Other
    $50,624
    Hours/week
    40

    Schedule J breakdown matched by us

    Base
    $119,552
    Bonus
    $0
    Other
    $0
    Deferred
    $16,850
    Nontaxable benefits
    $33,774
    Filer's total
    $170,176

  • DAVID B NELSON

    PROJECT MANAGER

    Total calculated
    $153,600
    From this org
    $153,600
    From related orgs
    $0
    Other
    $0
    Hours/week
    20

    Schedule J breakdown matched by us

    Base
    $153,600
    Bonus
    $0
    Other
    $0
    Deferred
    $0
    Nontaxable benefits
    $0
    Filer's total
    $153,600

Compensation is as filed in Part VII: reportable pay from this organization and from related organizations, other compensation, and hours per week. The total, marked calculated, is our sum of the three dollar columns, with a blank column counted as $0; the form itself has no total. On a Form 990-EZ the columns are Part IV's instead, and on a Form 990-PF Part VIII's — compensation, contributions to benefit plans, and expense account — and the total sums those. A Schedule J breakdown is as filed: base pay, bonus, other, deferred compensation and nontaxable benefits from this organization, with any from related organizations beside each, and the filer's own total. It is shown with the Part VII listing of the same name on the same return. The form gives no key between the two, so that pairing is ours, and is marked matched by us.

Schedule J

Answered yes

  • 3 · Compensation committee
  • 3 · Compensation survey or study

Answered no

  • 4a · Severance or change-of-control payment
  • 4b · Supplemental nonqualified retirement plan
  • 4c · Equity-based compensation arrangement
  • 5a · Pay contingent on this organization's revenues
  • 5b · Pay contingent on a related organization's revenues
  • 6a · Pay contingent on this organization's net earnings
  • 6b · Pay contingent on a related organization's net earnings
  • 7 · Other non-fixed payments
  • 8 · Paid under the initial-contract exception

The filer's explanations (Part III)

PART I, LINE 3
UTILIZED REVIEW OF COMPENSATION BY BOD PERSONNEL COMMITTEE AND OVERALL APPROVAL OF BOD.

Part I's answers as filed. A line not listed was left unanswered; on lines 1a and 3 that means the box was not checked.

Grants on this return

No itemized grants to organizations on this return.

Related organizations on this return

Schedule R Part II: tax-exempt organizations related to the filer by control. It does not record shared board members or money.

Provenance

Return type
form_990
Tax year
2022
Filed
9 November 2023
IRS schema version
2022v5.0
Source object
202303179349308135

Check it against the return as filed: the GivingTuesday Data Lake hosts a public copy of the original XML.

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